Jared Barclay
Tampa,FL
Summary
Financial advisor with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Personable candidate committed to helping clients meet financial goals. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
06.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Facilitated new client onboarding process and investment account setup.
Relationship Manager
Fidelity Investments
04.2022 - 06.2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer emails & phone calls in a timely manner to establish trust and increase satisfaction.
- Utilized company tools to prepare consolidated financial statements.
- Planned financial seminars, empowering clients with knowledge to make informed decisions.
Financial Representative
Fidelity Investments
09.2019 - 04.2022
- Uncover outside assets and refer the opportunity to Financial Consults and Vice President Financial Consults.
- Assessed and offered solutions to improve procedures and customer experiences.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Make outbound calls to clients that have service needs that require quick and efficient resolution.
Customer Service Representative
TD Ameritrade
09.2018 - 09.2019
- Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answer average of ten calls and emails per day, addressing customer inquiries, solving problems and providing product information.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
- Address customer complaints and mitigated dissatisfaction by employing timely and effective solutions.
Education
Finance
University of South Florida
Tampa, FL05-2018
Skills
- Relationship building and management
- Analytical thinking
- Retirement planning
- Wealth management
- Risk assessment
- Insurance planning
- Insurance sales
- Estate planning
- Time management
Certification
Registrations: SIE, 7, 9, 10, & 66
Insurances: Life, Health, and Annuities
Certificate: CFP
Timeline
Planning Consultant
Fidelity Investments
06.2023 - Current
Relationship Manager
Fidelity Investments
04.2022 - 06.2023
Financial Representative
Fidelity Investments
09.2019 - 04.2022
Customer Service Representative
TD Ameritrade
09.2018 - 09.2019
Finance
University of South Florida
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